Moneywise

Moneywise as of March 31, 2019

Portfolio Holdings for Moneywise

Moneywise holds 38 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 13.6 $16M 252k 63.08
Schwab International Equity ETF (SCHF) 9.5 $11M 329k 33.71
Sch Us Mid-cap Etf etf (SCHM) 9.4 $11M 207k 52.88
Schwab U S Small Cap ETF (SCHA) 9.2 $11M 156k 69.13
Schwab Strategic Tr us reit etf (SCHH) 5.8 $6.8M 178k 38.25
Ishares Tr eafe min volat (EFAV) 5.5 $6.4M 87k 73.69
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 5.3 $6.2M 139k 44.79
Invesco S&p 500 Low Volatility Etf (SPLV) 5.1 $6.0M 128k 46.97
Invesco S&p Smallcap Low Volatility Etf (XSLV) 4.9 $5.7M 127k 45.01
iShares S&P Natl AMTFr Mncpl Bd (MUB) 4.4 $5.2M 48k 108.94
iShares S&P 500 Index (IVV) 3.3 $3.8M 14k 265.38
Nuveen Barclays Shrt Term Muni bdfund (SHM) 3.2 $3.7M 78k 47.82
iShares S&P MidCap 400 Index (IJH) 3.1 $3.6M 19k 187.55
Vanguard Long-Term Bond ETF (BLV) 3.0 $3.5M 38k 90.92
iShares S&P SmallCap 600 Index (IJR) 2.8 $3.3M 43k 77.00
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.8 $3.2M 59k 54.74
Ishares Core Intl Stock Etf core (IXUS) 2.1 $2.5M 40k 63.04
Doubleline Total Etf etf (TOTL) 1.1 $1.3M 28k 47.98
Schwab Strategic Tr us aggregate b (SCHZ) 0.6 $753k 15k 51.02
Invesco S&p 500 High Div, Low V equities (SPHD) 0.5 $596k 15k 39.44
Greif (GEF) 0.4 $509k 9.8k 52.21
Ishares Tr core strm usbd (ISTB) 0.3 $403k 8.2k 49.32
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $395k 8.5k 46.74
Legg Mason Etf Equity Tr low divi etf (LVHD) 0.3 $378k 13k 29.57
Invesco Emerging Markets S etf (PCY) 0.3 $372k 13k 28.19
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $345k 6.9k 49.80
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $339k 2.2k 154.51
IQ Hedge Multi-Strategy Tracker (QAI) 0.3 $327k 11k 30.49
iShares Lehman Aggregate Bond (AGG) 0.2 $287k 2.7k 107.17
Ishares Tr rus200 val idx (IWX) 0.2 $288k 5.7k 50.49
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $273k 3.8k 71.75
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $237k 8.3k 28.71
iShares S&P 500 Growth Index (IVW) 0.2 $222k 1.4k 155.35
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $223k 3.4k 65.24
SPDR Dow Jones Global Real Estate (RWO) 0.2 $223k 4.8k 46.32
BB&T Corporation 0.2 $215k 4.1k 52.07
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $212k 1.4k 150.78
Schwab Strategic Tr cmn (SCHV) 0.1 $174k 3.3k 52.86